roller coaster 3

It’s Baaack: Volatility Returns. How To Keep Your Cool When Markets Act Crazy

Hope you weren’t getting too used to those quiet, calm investment markets that went nowhere but up, ’cause those days are definitely behind us. The past few weeks have seen tumultuous plunges and then sudden recoveries in the market, with the S&P 500 registering its first quarterly loss since 2015. In fact, there have been […]

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anthony & cybersecurity

Keep It Safe!

That’s our Associate Client Advisor Anthony LaBrake CFP®, leading last week’s employee training on cybersecurity. Our goal: keep you and your assets safe! In the news this week: more hacks at a major retailer. How can you protect yourself? Here’s some important tips to keep you safe at home:  Use complex passwords mixing letters, numbers, […]

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miami herald group

Crunch Time For Retirement: Playing Catch-Up

Getting closer to that magic retirement age, but not enough set aside to take the leap? We shared some ideas about how you can play catch-up in an wide-ranging interview with Nancy Dahlberg of the Miami Herald. The article was part of a special Herald section on retirement, health and fitness. Start with a mental picture […]

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Getting The Market Low Down

Are you positioned for potential setbacks in the market? Selling pressures usually stem from two forces. One is a temporary correction that may occur in the context of a continuing and lasting bull market. The other is a more lasting bear market. So how do you know which type of decline it is? And when […]

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safe with money

Upcoming Changes To Schwab Money Markets

Our Schwab clients will shortly see changes to their money market accounts. Clients will be moving to Schwab’s Bank Sweep feature, which allows uninvested cash to earn interest, enjoy FDIC-insured protection, and remain readily accessible for purchasing investments and managing daily expenses. At many brokerage firms including Schwab, money market funds and cash sweep accounts were […]

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liz ann sonders

Quote Of The Week: What Makes Women Great Investors

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., and one of the most visible women in finance, was recently interviewed by Kiplinger magazine. Here’s how she described the strengths that can help make women great investors:  “In general, they tend to have longer time horizons than men. They’re more methodical and more […]

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5-Minute Fix: Springtime Means Updating Beneficiaries On Your Accounts

OK, we made that up. But now would be a good time to do some “spring cleaning” and dust off those beneficiary designations. In fact, we’ve been doing just that. In several recent meetings, we’ve been spending time with clients to discuss and update the beneficiary designations on their accounts. You can take a few minutes […]

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Are You Prepared? What One Financial Journalist Learned When She Was Unexpectedly Widowed

Rave reviews for our guest speaker, financial journalist Robyn Friedman, who led an informative session in our offices last Thursday sharing her personal experiences and financial challenges after unexpectedly losing her husband. Robyn addressed a gathering of clients, friends and guests as part of our ongoing client educational series. She recently published an article in […]

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One Last Minute Tax Tip You Should NOT Ignore

Here’s one tax tip that will never lead you wrong: Fund your Roth IRA. If you are eligible to make a Roth IRA contribution for 2017 (yes, there is still time!), do NOT fail to do so. Roth IRAs have been around since 1997, and they remain one of the best  deals out there. Whatever […]

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middle age couple

If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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